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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,620 | $90,486-31.9% | $78,676-21.7% | $273,972-77.5% |
| Participation rate | 92.3% | 76.5%+15.8pp | 73.6%+18.7pp | 83.0%+9.3pp |
| Annual return | 7.74% | 75.62%-67.9pp | 62.19%-54.5pp | 41.46%-33.7pp |
| Employer contribution / active EE | $961 | $3,175-69.7% | $2,850-66.3% | $4,869-80.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $468 | $5,263-91.1% | $4,510-89.6% | $10,133-95.4% |